Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Loretta Chiofolo
CRD 1213628 · Greenwood Village, CO
At a glance
Loretta Chiofolo is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Greenwood Village, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Loretta’s SEC record dates to 2002, about 24 years ago. Loretta is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Wells Fargo Advisors Financial Network, LLCSince June 2026Greenwood Village, CO · $252B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Loretta’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.